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Evergy
EVRG

Overview Fund Activity

802 hedge funds and large institutions have $14.2B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 352 increasing their positions, 219 reducing their positions, and 77 closing their positions.

Holders
802
Holders Change
-10
Holders Change %
-1.23%
% of All Funds
10.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
88
Increased
352
Reduced
219
Closed
77
Calls
$6.58M
Puts
$4.78M
Net Calls
+$1.8M
Net Calls Change
-$40.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.4B
2
MAM
2
Magellan Asset Management
Australia
$163M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$571M
4
TCA
4
Tortoise Capital Advisors
Kansas
$87.5M
5
Cohen & Steers
5
Cohen & Steers
New York
$198M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$66.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$33.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$34.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$21.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$36.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
401
Evergreen Capital Management
Washington
$625K 9,070 +460 +5%
FCIM
402
Fairview Capital Investment Management
California
$620K 9,000 – –
IWM
403
Iams Wealth Management
Nebraska
$619K 8,980 -1,052 -10%
PA
404
Parallel Advisors
California
$618K 8,961 -377 -4%
IAA
405
Independent Advisor Alliance
North Carolina
$617K 8,958 -1,268 -12%
HWM
406
HB Wealth Management
Georgia
$614K 8,914 +141 +2%
FNBT
407
FineMark National Bank & Trust
Florida
$609K 8,835 -7 -0.1%
William Blair & Company
408
William Blair & Company
Illinois
$608K 8,826 -117 -1%
AF
409
Apexium Financial
Texas
$602K 8,728 – –
SC
410
Steph & Co
Wisconsin
$595K 8,628 -97 -1%
HBT
411
Heartland Bank & Trust
Illinois
$590K 8,562 -252 -3%
NEI
412
Northwest & Ethical Investments
Ontario, Canada
$588K 8,609 – –
ACA
413
Aptus Capital Advisors
Alabama
$587K 8,521 +8,521 New
BRWA
414
B. Riley Wealth Advisors
Florida
$584K 8,478 +8,478 New
AI
415
Atria Investments
North Carolina
$584K 8,474 -24 -0.3%
HH
416
Hilltop Holdings
Texas
$581K 8,430 +287 +4%
SFM
417
Systematic Financial Management
New Jersey
$568K 8,235 +8,235 New
MGP
418
Metis Global Partners
California
$567K 8,228 -915 -10%
IF
419
Intrua Financial
Texas
$563K 8,171 -5,178 -39%
VA
420
Vident Advisory
Georgia
$559K 8,107 -8,273 -51%
EF
421
Empirical Finance
Pennsylvania
$557K 8,082 +53 +0.7%
NB
422
Nicolet Bankshares
Wisconsin
$551K 8,000 – –
GLA
423
Great Lakes Advisors
Illinois
$550K 7,977 +3,052 +62%
MWM
424
Mattern Wealth Management
Kansas
$545K 7,911 +1 +0%
MWM
425
Modern Wealth Management
Kansas
$536K 7,778 +1,676 +27%
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17
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